TAX21 MASTER STRATEGY - MNCPA TAX CONFERENCE - Minnesota Society of CPAs
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EARLY BIRDS SAVE $100 Register by Oct. 22
#MNCPATAX21
VIRTUAL
TAX21
MASTER STRATEGY
VIRTUAL
MNCPA TAX CONFERENCE
NOVEMBER 8–10, 2021
www.mncpa.org/TaxConference
REGISTER NOW | www.mncpa.org/TaxConference 1
MEMBERS SAVE $150 Register by Oct. 8
VIRTUAL
TAX
MNCPA TAX CONFERENCE
NOVEMBER 8-10, 2021
MASTER STRATEGY
Tax, like chess, is complex and nuanced, requiring skill, precision
and problem solving. Make a smart move and attend TAX21 to
master your strategy.
• Customize your learning — choose from more than
45 sessions on employee retention credits, the latest
federal individual and business tax updates, Minnesota
tax developments and much more.
• Earn valuable continuing education credits — up to
24 CPE, 4 ethics and 15 IRS CE credits. Select sessions will
also qualify for CFP and CLE (credit applications pending).
View the latest credit updates online.
• Make important connections — with fellow attendees,
sponsors and your professional association.
• Save on CPE — members save the most ($150!) with the
VIP member-only discount. Not a member? There are other
ways to attend for less, including early bird savings and
discounts for large groups. Details on page 15.
Master your strategy at TAX21.
REGISTER TODAY
www.mncpa.org/TaxConference
2 MINNESOTA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | MNCPA TAX CONFERENCEEARLY BIRDS SAVE $100 Register by Oct. 22
DAY 1 | MONDAY, NOV. 8
8–9 a.m. A1. AICPA State Regulatory and Legislative Update
Marta Zaniewski, AICPA
Business Management & Organization - Non-Technical (1)
9–9:20 a.m. BREAK
9:20–10:35 a.m. B1. Federal Individual Tax B2. International Tax Issues B3. Cybersecurity Secrets From
Highlights for Individuals the U.S. Federal Government
Paul Neiffer Kelly Young Tony Chiappetta
Taxes - Technical (1.5) Taxes - Technical (1.5) Specialized Knowledge -
IRS CE: (1) IRS CE: (1) Technical (1.5)
10:35–10:55 a.m. BREAK
10:55 a.m.–12:10 p.m. C1. My Client Can’t Pay Their C2. Federal Business C3. Essential Tips to
Taxes, Now What? Disputing Tax Highlights Master Your Virtual and
and Resolving Tax Liabilities Paul Neiffer Hybrid Leadership
Kathleen Pfutzenreuter Taxes - Technical (1.5) Jon Lokhorst
Benjamin Wagner IRS CE: (1) Personal Development –
Taxes - Technical (1.5) Non-Technical (1.5)
IRS CE: (1)
12:10–1 p.m. LUNCH | VISIT SPONSORS
1–1:50 p.m. D1. Minnesota Department of D2. Income Tax Issues with D3. Technology Planning for a
Revenue Update Bankruptcy and Cancellations Post-Pandemic Environment
Commissioner Robert Doty of Indebtedness Stephen Yoss, Jr.
Taxes - Technical (1) Edward Zollars Information Technology -
Taxes - Technical (1) Technical (1)
IRS CE: (1)
1:50–2:10 p.m. BREAK
2:10–3:25 p.m. E1. The Lifecycle of a Criminal E2. Refunds Are Waiting: E3. CPA Firm
Tax Investigation Understanding the Employee Technology Strategies
Robert Nordlander Retention Credit Stephen Yoss, Jr.
Specialized Knowledge - Edward Zollars Information Technology -
Technical (1.5) Taxes - Technical (1.5) Technical (1.5)
IRS CE: (1) IRS CE: (1)
3:25–3:45 p.m. BREAK
3:45–5 p.m. F1. Post-Mortem Tax Planning F2. What’s Happening F3. Regulatory Ethics
Jeremiah W. Doyle, IV in Partnerships and Charles Selcer
Taxes - Technical (1.5) S Corporations in 2021? Regulatory Ethics - Technical (1.5)
IRS CE: (1) Edward Zollars
1.5
Taxes - Technical (1.5) ETHICS
IRS CE: (1)
REGISTER NOW | www.mncpa.org/TaxConference 3MEMBERS SAVE $150 Register by Oct. 8
DAY 2 | TUESDAY, NOV. 9
8–9 a.m. G1. Current Economic G2. Partnership Audit Rules G3. Avoid IRS Checkmate: Five
Conditions in Minnesota Adam Sweet Income Tax Must-Knows for
Ronald Wirtz Auditing - Technical (1) Real Estate Owners in 2021
Economics - Technical (1) IRS CE: (1) Ashley Sullivan
Roger Upton
Taxes - Technical (1)
IRS CE: (1)
9–9:20 a.m. BREAK
9:20–10:35 a.m. H1. Federal Individual H2. Buying, Selling and H3. Three Keys to Attract and
Tax Highlights (Repeat of B1) Restructuring a Business Retain Top Talent
Paul Neiffer Mark Sellner Jonathan Lokhorst
Taxes - Technical (1.5) Taxes - Technical (1.5) Personnel/Human Resources –
IRS CE: (1) IRS CE: (1) Non-Technical (1.5)
10:35–10:55 a.m. BREAK
10:55 a.m–12:10 p.m. I1. Capital Gain Planning I2. Federal Business I3. Unleash Your
Opportunities in 2022 Tax Highlights (Repeat of C2) Peak Performance
Robert Keebler Paul Neiffer Sarah Elliott
Specialized Knowledge - Taxes - Technical (1.5) Personal Development –
Technical (1.5) IRS CE: (1) Non-Technical (1.5)
IRS CE: (1)
12:10 –1 p.m. LUNCH | VISIT SPONSORS
1–1:50 p.m. J1. 2021 Minnesota Tax Update J2. Nuts and Bolts of J3. Developing an Equity
Dan Kidney Cryptocurrency Taxation Leadership Identity Lens:
Taxes - Technical (1) Shehan Chandrasekera Starting with Addressing
Taxes - Technical (1) Unconscious Bias
IRS CE: (1) Naomi Taylor
Personal Development –
Non-Technical (1)
1:50–2:10 p.m. BREAK
2:10–3:25 p.m. K1. Residency Changes Revisited: K2. Understanding Schedule K3. You Are Worth It: Billing
Living and Working Outside K-1 for Partnerships and for Your Advisory Services
Minnesota S Corporations Will Hill
Masha Yevzelman Mark Sellner Business Management &
Taxes - Technical (1.5) Taxes - Technical (1.5) Organization - Non-Technical (1.5)
IRS CE: (1)
3:25–3:45 p.m. BREAK
3:45–5 p.m. L1. Estate Planning in L2. Farm Tax Update L3. Business Ethics: 2021 Issues
2022 and Beyond Paul Neiffer Boz Bostrom
Robert Keebler Taxes - Technical (1.5) Behavioral Ethics –
Specialized Knowledge - IRS CE: (1) Non-Technical (1.5)
1.5
Technical (1.5) ETHICS
IRS CE: (1)
5–6 p.m. HAPPY HOUR
4 MINNESOTA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | MNCPA TAX CONFERENCEEARLY BIRDS SAVE $100 Register by Oct. 22
DAY 3 | WEDNESDAY, NOV. 10
8–9 a.m. M1. International Tax Issues M2. The Employee Retention Tax M3. Tax Ethics Case Studies
for Business Entities Credit: Latest Developments Mark Sellner
Matthew Heberlein Susan Smith Regulatory Ethics - Technical (1)
Mayra Pena Taxes - Technical (1) IRS CE: (1)
1
Taxes - Technical (1) IRS CE: (1) ETHICS
IRS CE: (1)
9–9:20 a.m. BREAK
9:20–10:35 a.m. N1. Passive Activity Code N2. Choosing the Right Business N3. Refocusing on Workplace
Sections: Deep Dive Entity Connections: New Hires and
Brandon Lagarde Susan Smith Beyond
Taxes - Technical (1.5) Taxes - Technical (1.5) Sarah Gengenbach
IRS CE: (1) IRS CE: (1) Personnel/Human Resources –
Non-Technical (1.5)
10:35–10:55 a.m. BREAK
10:55 a.m.–12:10 p.m. O1. Planning for Proposed O2. Understanding the New O3. Hybrid Work and
2022 Tax Changes State Pass-Through Entity Cybersecurity for Small Firms
Susan Smith Tax Regimes: Planning and Donny Shimamoto
Taxes - Technical (1.5) Potential Pitfalls Information Technology -
IRS CE: (1) John Gupta Technical (1.5)
Dylan Lien
Taxes - Technical (1.5)
IRS CE: (1)
12:10–1 p.m. LUNCH | VISIT SPONSORS
1–1:50 p.m. P1. 2021 Minnesota Income P2. SALT Nexus Update P3. Optimizing Tax Workflow and
Tax Update (Repeat of J1) Masha Yevzelman Practice Management
Dan Kidney Taxes - Technical (1) Frank Stitely
Taxes - Technical (1) Business Management &
Organization – Non-Technical (1)
1:50–2:10 p.m. BREAK
2:10–3:25 p.m. Q1. Minnesota Legislative and Q2. CARES Act Update Q3. Critical Thinking
Professional Issues Update Tom McCarr Masterclass for CPAs
Geno Fragnito Taxes – Technical (1.5) Toby Groves
Linda Wedul IRS CE: (1) Personal Development –
Business Management & Non-Technical (1.5)
Organization - Non-Technical (1.5)
3:25–3:45 p.m. BREAK
3:45–5 p.m. R1. A Complaint-Free World
Will Bowen
Personal Development – Non-Technical (1.5)
LATEST & GREATEST
The game could change at any moment. If important legislation comes out of Washington, D.C. — including the anticipated infrastructure bill,
budget developments or other tax laws — TAX21 speakers will revise their content to be as up-to-date as possible for the conference.
REGISTER NOW | www.mncpa.org/TaxConference 5MEMBERS
SAVE $150
Register by
DAY 1 | MONDAY, NOV. 8 10:35–10:55 a.m. Break
Oct. 8 8–9 a.m. General Session 10:55 a.m.–12:10 p.m. Breakout Sessions C
A1. AICPA State Regulatory and Legislative Update C1. My Client Can’t Pay Their Taxes, Now What? Disputing
EARLY BIRDS and Resolving Tax Liabilities
Marta Zaniewski, AICPA, Washington DC
SAVE $100 Kathleen Pfutzenreuter, Wagner Tax Law, Minneapolis, MN
Register by Kick off the conference with this valuable update direct from
the AICPA. Find out which issues are taking priority in the Ben Wagner, JD, Wagner Tax Law, Minneapolis, MN
Oct. 22
profession and see what’s on the horizon as states begin looking Review common tax resolution situations so you can confidently
ahead to the 2022 legislative session. guide clients on their options for resolving outstanding tax
FOS: Business Management & Organization - Non-Technical (1) obligations and/or reducing their debt. Find out how to
respond to various collection letters and how to dispute federal
9–9:20 a.m. Break tax assessments. Explore payment proposals for resolving
outstanding liabilities, including offers in compromise and
installment agreements. Plus, learn about the major changes the
9:20–10:35 a.m. Breakout Sessions B
IRS has made to its collections procedures in the last two years
and how that affects your approach. This session is sponsored by
B1. Federal Individual Tax Highlights Wagner Tax Law.
Paul Neiffer, CPA, CliftonLarsonAllen LLP, Walla Walla, WA
FOS: Taxes - Technical (1.5) | IRS CE: (1)
DAY 1 | MONDAY, NOV. 8
Recent tax legislation, including the Consolidated
Appropriations Act and the American Rescue Plan, along with C2. Federal Business Tax Highlights
updated IRS guidance and court decisions, will affect your Paul Neiffer, CPA, CliftonLarsonAllen LLP, Walla Walla, WA
individual clients. At this high-level session, identify valuable
Recent tax developments, IRS guidance and court decisions
tax credits, understand the importance of targeting AGI and
influence the planning landscape for your business clients.
pinpoint smart planning opportunities presented by recent
Learn how the latest changes, including the Consolidated
tax legislation. Hear the latest and come away with fresh tax
Appropriations Act and the American Rescue Plan, affect
planning ideas for your individual clients. Coverage will include
businesses and the tax strategies they employ. Identify useful
other new tax legislation signed prior to the conference.
new planning opportunities, business tax credits, income
FOS: Taxes - Technical (1.5) | IRS CE: (1) considerations and ways you can help clients enhance cash flow.
Coverage will include other new tax legislation signed prior to
B2. International Tax Issues for Individuals the conference.
Kelly Young, CPA, Baker Tilly, Philadelphia, PA
FOS: Taxes - Technical (1.5) | IRS CE: (1)
Residents of the United States who live outside U.S. borders
face unique considerations when it comes to tax planning and C3. Essential Tips to Master Your Virtual and
reporting. Learn about current issues and tax planning insights Hybrid Leadership
affecting your international clients. Explore international tax Jon Lokhorst, CPA, PCC, Lokhorst Consulting LLC, Andover, MN
issues, hurdles, planning measures and required disclosures for
When the COVID-19 crisis hit full force in March 2020, it
individual taxpayers. Gain practical guidance on how to prepare
sparked a dramatic shift to work-from-home for much of the
forms that are required to be filed by individual taxpayers with
workforce. As the pandemic continues to carve an uncertain path,
international assets or income.
your “next normal” likely includes remote work at some level.
FOS: Taxes - Technical (1.5) | IRS CE: (1) Now that the novelty of remote work has worn off, leaders face
new challenges leading teams in a virtual setting. In this session,
B3. Cybersecurity Secrets From the U.S. Federal Government gain leadership guidance on how to overcome these hurdles and
Tony Chiappetta, CHIPS, White Bear Township, MN lead more effectively through this long-lasting season of remote
There’s a big reason ransomware and data breaches are in the work and the transition to hybrid work arrangements.
news everyday: traditional security methods are ineffective at FOS: Personal Development – Non-Technical (1.5)
stopping today’s modern threats. Commonly used data protection
methods are only effective about 70% of the time — but the U.S. 12:10–1 p.m. Lunch
government employs methods that are much more effective.
Learn how the U.S. federal government protects their most
1–1:50 p.m. Breakout Sessions D
sensitive data and why their methods are stronger than the ones
you’re likely using. Identify your cybersecurity protection gaps
and find out how to close them. Evaluate your current solutions, D1. Minnesota Department of Revenue Update
see what you should consider for the future and gain guidance to Commissioner Robert A. Doty, Minnesota Department of Revenue, St. Paul, MN
prevent your firm from becoming the next data breach victim. The Minnesota Legislature passed a number of tax law changes
This session is sponsored by CHIPS. this year, many in response to the COVID-19 pandemic. Catch
FOS: Specialized Knowledge - Technical (1.5) up on these state-specific developments and hear Commissioner
Robert Doty discuss the latest happening at the Minnesota
Department of Revenue (DOR). Walk through recently passed
law changes and learn about how the DOR is preparing for the
upcoming tax filing season. Plus, look at Minnesota’s approach
to conforming to federal tax law changes.
FOS: Taxes - Technical (1)
6 MINNESOTA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | MNCPA TAX CONFERENCED2. Income Tax Issues With Bankruptcy and Cancellations of 3:25–3:45 p.m. Break
Indebtedness
Edward K. Zollars, CPA, Kaplan Financial Education, La Crosse, WI 3:45–5 p.m. Breakout Sessions F
CPAs don’t normally have to deal with the complexity of cancelled
debts until times get tough. And with ongoing uncertainty amid F1. Post-Mortem Tax Planning
the pandemic, times are tough for many right now. Make sure you Jeremiah W. Doyle IV, Esq., BNY Mellon Wealth Management, Boston, MA
understand the current rules so you can help clients avoid negative The most valuable tax planning often happens after an individual has
tax impacts. Learn how to determine when a debt is deemed cancelled died. Brush up on this critical topic so you can effectively administer
for federal income tax purposes, and how to apply the appropriate estates and trusts and apply strategic tax planning opportunities.
exclusions under Section 108. Plus, explore the special rules for Explore the various elections available to an executor or trustee after a
partnerships and S Corporations with cancellation of debt issues. death and learn how to coordinate tax elections between the estate tax
FOS: Taxes - Technical (1) | IRS CE: (1) return and the income tax return. Learn about the protections available
to a fiduciary and gain insights on portability, qualified domestic trusts,
D3. Technology Planning for a Post-Pandemic Environment death of a partner, generation-skipping tax elections and more.
Stephen M. Yoss, CPA, MS, K2 Enterprises, Hammond, LA
FOS: Taxes - Technical (1.5) | IRS CE: (1)
Your technology plan should align with your business plan. But what if
your goals are disrupted and suddenly it’s no longer business as usual? F2. What’s Happening in Partnerships and S Corporations in 2021?
In light of COVID-19, it’s time to reconsider your future technology Edward K. Zollars, CPA, Kaplan Financial Education, La Crosse, WI
needs. Identify opportunities to improve your technology plan as you As COVID-19 relief issues kept our attention in 2020 and 2021,
re-evaluate the tools your team needs and the way you work. Explore many developments took place in the area of partnerships and
post-pandemic technology considerations, including remote and S Corporations. Unpack recent court cases, learn about the IRS’s push
hybrid work environments, security risks, collaboration tools and more. for more details on basis issues and discover what the IRS is likely to do
FOS: Information Technology - Technical (1) with that information. Get caught up on what you might’ve missed so
you can properly complete compliance reporting forms (including new
1:50–2:10 p.m. Break forms and new guidance) and help clients avoid issues with the IRS.
FOS: Taxes - Technical (1.5) | IRS CE: (1)
2:10–3:25 p.m Breakout Sessions E
F3. Regulatory Ethics
E1. The Lifecycle of a Criminal Tax Investigation Charles Selcer, CPA, CGMA, MBA, Schechter Dokken Kanter CPAs, Minneapolis, MN
Robert Nordlander, CPA, CFE, Nordlander CPA, PLLC, Colfax, NC If you think “same old, same old” when it comes to ethics
1.5
Since the days of Al Capone, IRS Criminal Investigation (CI) has ETHICS regulations, it’s time to think again. Changes are on the way.
been taking down organized crime syndicates, politicians and average Explore the latest in this technical session with attendee
citizens who cheat on their taxes. If you’ve ever wondered how the favorite Chuck Selcer. Hear what’s new, what’s coming and how you can
IRS finds and pursues criminal tax investigations, this is your chance avoid costly ethical errors.
to learn more from a retired IRS special agent who has done the FOS: Regulatory Ethics - Technical (1.5)
work. Walk through the investigative process and the tools CI uses
to investigate potential criminals. Hear case studies involving recent
prosecutions and understand the consequences of tax evasion and
other tax crimes.
FOS: Specialized Knowledge - Technical (1.5) | IRS CE: (1)
E2. Refunds Are Waiting: Understanding the Employee
Retention Credit “This conference was still the
Edward K. Zollars, CPA, Kaplan Financial Education, La Crosse, WI
The Employee Retention Credit (ERC) got little notice in 2020 because high-quality conference it has
those who received Paycheck Protection Program (PPP) loans couldn’t
take advantage. But the rules changed and now your clients may
actually qualify. Learn about the latest rules so you can identify clients
always been, and the technology
eligible for the various credits enacted in 2020 and 2021. Find out how
to help clients maximize their total PPP and ERC benefits and how to
prepare claims for refunds for taxpayers now eligible for the ERC.
worked wonderfully!”
FOS: Taxes - Technical (1.5) | IRS CE: (1) — 2020 attendee
E3. CPA Firm Technology Strategies
Stephen M. Yoss, CPA, MS, K2 Enterprises, Hammond, LA
Given the challenges CPA firms have faced in the last two years, do
you have the tech tools you need to move forward successfully? Get an
independent overview of key solutions so you can employ a strategic
technology plan that’s suited to your firm’s needs. Learn about options
that can help you offer new services, maintain compliance profitably,
enhance client interactions, boost security, optimize your advisory
practice and more.
FOS: Information Technology - Technical (1.5)
REGISTER NOW | www.mncpa.org/TaxConference 7MEMBERS
SAVE $150
Register by
DAY 2 | TUESDAY, NOV. 9 H2. Buying, Selling and Restructuring a Business
Mark A. Sellner, CPA, JD, LLM (taxation), Sellner Tax Consulting, LLC, Sarasota, FL
Oct. 8 8–9 a.m. Breakout Sessions G The purchase, sale or restructuring of a business comes with
a variety of important tax consequences. Get an overview of
G1. Current Economic Conditions in Minnesota this critical topic, from succession planning, employment and
EARLY BIRDS noncompete agreements to understanding the distinction
Ron Wirtz, Federal Reserve Bank of Minneapolis, Minneapolis, MN
SAVE $100 between capital gains vs. ordinary income and capital vs.
Register by Take an up-to-date look at how Minnesota’s economy is ordinary losses. Uncover opportunities with S Corporations and
Oct. 22 performing and the critical role that labor force will have on limitations with limited liability companies when it comes to
future growth. Gain insights on current economic conditions restructuring a business. Build your knowledge so you have a
in the nascent recovery among firms, workers and the broader stronger foundation for structuring a tax-efficient transaction.
Minnesota landscape using recent data and ongoing surveys
by the Minneapolis Fed. Plus, share your experiences in an FOS: Taxes - Technical (1.5) | IRS CE: (1)
interactive survey gauging recent business activity, hiring H3. Three Keys to Attract and Retain Top Talent
demand and labor and wage trends.
Jon Lokhorst, CPA, PCC, Lokhorst Consulting LLC, Andover, MN
FOS: Economics - Technical (1)
As if talent challenges weren’t already severe enough, “The Great
G2. Partnership Audit Rules Resignation” has triggered pent-up turnover as the pandemic
Adam Sweet, JD, LLM, Eide Bailly LLP, Spokane, WA starts to subside. The only way to stem the tide of turnover is
with intentional leadership focused on this challenge. Learn
Partnerships subject to the centralized partnership audit regime
DAY 2 | TUESDAY, NOV. 9
what it takes to become a talent magnet and explore three
— enacted as part of the Bipartisan Budget Act of 2015 — face a key drivers to help you attract and retain the best people for
new world when undergoing an IRS audit or filing an amended your firm. Discover how to use storytelling to promote your
tax return. Discover more about what’s happening under this firm’s talent value proposition and increase your competitive
new regime, including what decisions must be made, insights advantage for attracting and retaining the right people.
about partnership-focused IRS audit initiatives and what could
be expected in the near future. FOS: Personnel/Human Resources – Non-Technical (1.5)
FOS: Auditing - Technical (1) | IRS CE: (1) 10:35–10:55 a.m. Break
G3. Avoid IRS Checkmate: Five Income Tax Must-Knows for
10:55 a.m.–12:10 p.m. Breakout Sessions I
Real Estate Owners in 2021
Ashley Sullivan, CCSP, MS Consultants, LLC, Amherst, NY
Roger Upton, CPA, MS Consultants, LLC, Pittsford, NY I1. Capital Gain Planning Opportunities in 2022
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), Keebler & Associates, LLP,
Take an up-close look at critical tax updates in the real estate Green Bay, WI
sector. Get updated on expiring tax laws, new regulations, tax
law extensions, changing tax rates and potential changes coming 2021 may be a critical year for your clients to front-run
through via the Biden administration. Learn about key tax potential changes to capital gain rates and implement strategies
planning topics affecting real estate owners, including Section to mitigate the expected increase. Learn about these anticipated
1031, Section 199A, QIP, Section 179D and 45L. Gain insights changes and the opportunities and challenges they could bring
to help advise your clients on real estate tax planning and to this critical planning area. Examine guidance related to
deductions. This session is sponsored by MS Consultants, LLC. Section 1014 step-up in basis, gain realization at death, mark-
to-market taxation, CRTs to defer and eliminate capital gain
FOS: Taxes - Technical (1) | IRS CE: (1) tax, the mathematics of harvesting capital gains, Section 1031
exchanges and more planning opportunities.
9–9:20 a.m. Break
FOS: Specialized Knowledge - Technical (1.5) | IRS CE: (1)
9:20–10:35 a.m. Breakout Sessions H
I2. Federal Business Tax Highlights (Repeat of C2)
Paul Neiffer, CPA, CliftonLarsonAllen LLP, Walla Walla, WA
H1. Federal Individual Tax Highlights (Repeat of B1)
Paul Neiffer, CPA, CliftonLarsonAllen LLP, Walla Walla, WA Recent tax developments, IRS guidance and court decisions
influence the planning landscape for your business clients.
Recent tax legislation, including the Consolidated Learn how the latest changes, including the Consolidated
Appropriations Act and the American Rescue Plan, along with Appropriations Act and the American Rescue Plan, affect
updated IRS guidance and court decisions, will affect your businesses and the tax strategies they employ. Identify useful
individual clients. At this high-level session, identify valuable new planning opportunities, business tax credits, income
tax credits, understand the importance of targeting AGI and considerations and ways you can help clients enhance cash flow.
pinpoint smart planning opportunities presented by recent Coverage will include other new tax legislation signed prior to
tax legislation. Hear the latest and come away with fresh tax the conference.
planning ideas for your individual clients. Coverage will include
other new tax legislation signed prior to the conference. FOS: Taxes - Technical (1.5) | IRS CE: (1)
FOS: Taxes - Technical (1.5) | IRS CE: (1)
8 MINNESOTA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | MNCPA TAX CONFERENCEI3. Unleash Your Peak Performance 1:50–2:10 p.m. Break
Sarah Elliott, PCC, CPA, Intend2Lead, Austin, TX
The accounting profession is demanding, with high levels of burnout 2:10–3:25 p.m Breakout Sessions K
and exhaustion. When you focus all your energy on serving clients,
colleagues and family, your own well-being suffers. Explore how you K1. Residency Changes Revisited:
can optimize your performance and decrease burnout by improving Living and Working Outside Minnesota
your capacity to bring energy and full engagement to what you value Masha Yevzelman, JD, Fredrikson & Byron, P.A., Minneapolis, MN
most. Learn about the concept of energy management, see how well-
Minnesotans increasingly want to work and live outside Minnesota, but
being and mindfulness impact your performance and find out how to
changing residency to other states is complicated and requires careful
unleash your peak performance in a way that manages your energy
evaluation by an experienced adviser. Explore the impact of changing
more consciously.
residency on individual taxpayers, their trusts and estates and their
FOS: Personal Development – Non-Technical (1.5) employers. Discover what it takes for an individual or trust to change
residency from Minnesota to another state. Review nonresident tax
12:10–1 p.m. Lunch concepts for individuals, trusts, estates and fiduciary obligations, as
well as the implications of employees living and working remotely from
1–1:50 p.m. Breakout Sessions J other states.
FOS: Taxes - Technical (1.5)
J1. 2021 Minnesota Income Tax Update
Dan Kidney, CPA, JD, Wipfli LLP, Minneapolis, MN K2. Understanding Schedule K-1 for Partnerships and
Not only did the 2021 Minnesota legislative session deliver another S Corporations
round of retroactive federal conformity, it also brought a new pass- Mark A. Sellner, CPA, JD, LLM (taxation), Sellner Tax Consulting, LLC, Sarasota, FL
through entity (PTE) tax for the 2021 tax year. This fast-paced session To serve your clients well, you need to be able to prepare Schedule
covers final draft 2021 tax forms and guidance from the Minnesota K-1s and use Schedule K-1s provided by other CPA firms. Review the
DOR about the PTE tax, which isn’t necessarily intuitive. Look at components of Schedule K-1 reporting and key areas that require focus.
practical examples covering whether a PTE tax election might be the Learn how to interpret Schedule K-1, explore tax basis capital account
right decision, opportunities for amended 2017-2020 tax returns and reporting, address basis issues and understand the IRS’s approach to
other major aspects of the 2021 Minnesota Omnibus Tax Bill. calculating outside basis.
FOS: Taxes - Technical (1) FOS: Taxes - Technical (1.5) | IRS CE: (1)
J2. Nuts and Bolts of Cryptocurrency Taxation K3. You Are Worth It: Billing for Your Advisory Services
Shehan Chandrasekera, CPA, CoinTracker, San Francisco, CA Will Hill, Thomson Reuters, Ann Arbor, MI
Form 1040 now includes a front-and-center question about While there is a lot of conversation around advisory services (and rightly
cryptocurrency. It’s no longer a niche topic, but one you must know so), the conversation about billing for those services is often surface-level
about to advise your clients effectively. Walk through the tax implications only. How do you shift your mindset and your practices from giving
associated with common cryptocurrency-related transactions. Explore away ideas to truly selling advisory services? In this session, dig into
the latest developments, the virtual currency question on Form 1040 and what it takes to make this transition in your firm and how to ensure your
common tax notices, including CP2000, Letter 6173, Letter 6174 and clients see the value as you shift to a more profitable advisory services
Letter 6174-A. Understand the challenges and opportunities of working model. This session is sponsored by Thomson Reuters.
with clients who hold cryptocurrency so you can expand your services FOS: Business Management & Organization – Non-Technical (1.5)
and equip them with smart tax planning opportunities.
FOS: Taxes - Technical (1) | IRS CE: (1) 3:25–3:45 p.m. Break
J3. Developing an Equity Leadership Identity Lens: Starting with 3:45–5 p.m. Breakout Sessions L
Addressing Unconscious Bias
Dr. Naomi R. Taylor, Pleasant Spirit Consulting, Little Canada, MN L1. Estate Planning in 2022 and Beyond
To do the hard work of equitable leadership, it must be part of your Robert Keebler, CPA/PFS, MST, AEP (Distinguished), Keebler & Associates, LLP,
identity. Cultivating this identity takes intentional self-development Green Bay, WI
and a willingness to work toward your goals. It starts with the
individual — and then the collective — to make changes. Take some 2021 started with the proposal of massive changes to federal tax policy,
important steps with this session, where you’ll explore five critical with many of those changes directed toward wealthy Americans.
lenses of equity leadership and get practice identifying your implicit Explore how this, along with the fiscal stimulus from Congress, could
biases. Gain guidance on how to work toward dismantling your biases have tremendous estate planning implications for your clients. Look at
and developing a framework to raise your consciousness and work the impact of the “blue wave” on wealthy taxpayers and future planning
toward individual and systemic change that bridges cultural differences considerations for this time of potentially heavy tax policy change.
and creates a more equitable environment. FOS: Specialized Knowledge - Technical (1.5) | IRS CE: (1)
FOS: Personal Development – Non-Technical (1)
LOOKING FOR CFP OR CLE CREDITS?
Applications are pending! Visit www.mncpa.org/TaxConference/credits for the latest updates.
REGISTER NOW | www.mncpa.org/TaxConference 9MEMBERS
SAVE $150 L2. Farm Tax Update L3. Business Ethics: 2021 Issues
Register by Paul Neiffer, CPA, CliftonLarsonAllen LLP, Walla Walla, WA Boz Bostrom, MBT, CPA, College of St. Benedict & St. John’s University,
Oct. 8 The agricultural industry is full of special rules and planning Collegeville, MN
considerations. Gain niche insights at this session as you explore Ethical leadership matters. Gain guidance on how to be
1.5
tax pitfalls and unique tax opportunities available for farmers. a more effective and ethical leader as you walk through
EARLY BIRDS Learn how the latest IRS guidance, court decisions and tax
ETHICS
the ethics rules and regulations that apply to CPAs.
SAVE $100 legislation — including the Consolidated Appropriations Act Inspect various ethical violations involving CPAs and other
Register by and the American Rescue Plan — impact tax planning for your business professionals so you can forge a different, better and
Oct. 22 agricultural clients. more ethical path.
FOS: Taxes - Technical (1.5) | IRS CE: (1) FOS: Behavioral Ethics – Non-Technical (1.5)
MNCPA TAX CONFERENCE
DAY 2 | TUESDAY, NOV. 9
VIRTUAL, NOVEMBER 8-10, 2021
CONFERENCE PARTNERS & SPONSORS
www.mncpa.org/TaxConference
PARTNERS
SPONSORS
Wagner TA X L AW
Visit www.mncpa.org/TaxConference/exhibitors for the most up-to-date sponsor listings.
Interested in being a conference sponsor? Contact Leslie Mueller at lmueller@mncpa.org or 952-885-5520.
10 MINNESOTA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | MNCPA TAX CONFERENCEDAY 3 | WEDNESDAY, NOV. 10 N2. Choosing the Right Business Entity
Susan Smith, CPA, Surgent, Radnor, PA
8–9 a.m. Breakout Sessions M The Tax Cuts and Jobs Act landed with new considerations for
choosing a business entity, and additional considerations could
M1. International Tax Issues for Business Entities be on the way. The tax rate for C Corporations was lowered to
Matthew Heberlein, JD, LLM, Baker Tilly, Houston, TX 21%, and the Section 199A deduction offered pass-through
Mayra Pena, CPA, Baker Tilly, Chicago, IL entities the chance to significantly lower their tax rate. But
which choice is best for which business? Learn about the
Take a high-level look at common tax forms — as well as
DAY 3 | WEDNESDAY, NOV. 10
options so you can help clients who may want to re-examine
misconceptions and mistakes with those forms — for businesses their choice-of-entity determinations. Session will include any
operating internationally. Get updated on the anticipated tax pertinent updates related to the infrastructure bill or other
administration changes due to policy shifts, including changes related, late-breaking tax developments.
to tax rates, credits and deductions. Examine current IRS Large
Business & International (LB&I) division campaigns related FOS: Taxes - Technical (1.5) | IRS CE: (1)
to international tax forms, the current availability of voluntary N3. Refocusing on Workplace Connections:
disclosure programs and changes to enforcement procedures New Hires and Beyond
since the pandemic began.
Sarah Gengenbach, CPA, Redpath and Company, Ltd., White Bear Lake, MN
FOS: Taxes - Technical (1) | IRS CE: (1)
Connection is a primary reason employees leave — or
M2. The Employee Retention Tax Credit: remain with — a company. That connection impacts every
Latest Developments part of work life, from onboarding to retention, engagement,
Susan Smith, CPA, Surgent, Radnor, PA productivity and employee wellness. Uncover insights about
team connections, connections to firm culture and values, and
The Employee Retention Tax Credit (ERTC) was expanded connections to clients and customers. Learn what’s working
in 2021 to encourage small businesses to invest in new (and what isn’t) at Redpath and how technology — including
opportunities and to offer more money per employee to Microsoft Teams, SharePoint, Quantum Workplace and video
businesses for keeping staff on the payroll. Under the recovery conferencing — has played a critical role in building and
startup provision, qualified small businesses can claim up to maintaining workplace connections.
$100,000 in Q3 and Q4 of 2021. The passing of the infrastructure
bill could bring even more changes. Get caught up on the latest FOS: Personnel/Human Resources – Non-Technical (1.5)
developments so you can advise your clients. Session will include
10:35–10:55 a.m. Break
any pertinent updates related to the infrastructure bill or other
related, late-breaking tax developments.
10:55 a.m.–12:10 p.m. Breakout Sessions O
FOS: Taxes - Technical (1) | IRS CE: (1)
M3. Tax Ethics Case Studies O1. Planning for Proposed 2022 Tax Changes
Mark A. Sellner, CPA, JD, LLM (taxation), Sellner Tax Consulting, LLC, Sarasota, FL Susan Smith, CPA, Surgent, Radnor, PA
Ethical lapses are expensive for your practice and pose President Biden is proposing changes in the tax code. Learn
1 about those changes, including the American Jobs Plan, the
ETHICS a significant threat to your reputation. Because ethics
are key to a profitable tax practice, make sure you American Families Plan and other recent developments. Session
know how to identify and resolve tax ethics issues. Review the will include any pertinent updates related to the infrastructure
AICPA’s Statements on Standards for Tax Services and the latest bill or other related, late-breaking tax developments.
revisions to tax ethics standards. Look at case studies related to FOS: Taxes - Technical (1.5) | IRS CE: (1)
ethical lapses so you can avoid those negative consequences and
keep ethics in mind as you manage your tax practice. O2. Understanding the New State Pass-Through Entity Tax
FOS: Regulatory Ethics - Technical (1) | IRS CE: (1) Regimes: Planning and Potential Pitfalls
John Gupta, Eide Bailly LLP, Boulder, CO
9–9:20 a.m. Break Dylan Lien, Eide Bailly LLP, Minneapolis, MN
Since the Tax Cuts and Jobs Act brought about a $10,000
9:20–10:35 a.m. Breakout Sessions N limitation on individual state and local tax deductions (aka the
SALT cap), Minnesota adopted new pass-through entity (PTE)
N1. Passive Activity Code Sections: Deep Dive tax regimes, shifting the incidence of tax from the owner to
Brandon Lagarde, CPA, JD, LLM, Postlethwaite & Netterville, Baton Rouge, LA the entity. These “workarounds” challenge even experienced
tax advisers due to their widely varying rules, qualifications,
The rules and regulations associated with passive activities procedures and interconnected multistate and federal tax
under Section 469 are complicated. Look at the practical aspects impacts, creating the potential for unanticipated results. To
of this topic and sharpen your skills in handling the pragmatic make smart entity selections, you must understand the PTE
issues. Explore the fundamentals, planning opportunities and regimes in the home state and any other states in which the
creative strategies to ensure proper classification of passive entity operates. Explore the background of these new PTE
activities. Come away better equipped to solve problems and tax regimes, with a focus on Minnesota and Wisconsin tax
advise clients on Section 469 nuances. structures. Gain guidance on the important considerations
FOS: Taxes - Technical (1.5) | IRS CE: (1) PTE owners should consider — both state and federal — when
making an election.
FOS: Taxes - Technical (1.5) | IRS CE: (1)
REGISTER NOW | www.mncpa.org/TaxConference 11MEMBERS
SAVE $150 O3. Hybrid Work and Cybersecurity for Small Firms 1:50–2:10 p.m. Break
Register by Donny C. Shimamoto, CPA, CITP, CGMA, IntrapriseTechKnowlogies LLC,
Oct. 8 Honolulu, HI 2:10–3:25 p.m Breakout Sessions Q
Hybrid and remote work opportunities are the present and
the future. But there’s more to it than simply digitizing your Q1. Minnesota Legislative and Professional Issues Update
EARLY BIRDS manual processes. Additionally, having employees work offsite Geno Fragnito, Minnesota Society of CPAs, Bloomington, MN
SAVE $100 comes with new risks you must prepare for. In this session for Linda Wedul, CAE, Minnesota Society of CPAs, Bloomington, MN
Register by non-techies of small firms, learn about what to consider when Keep tabs on the key issues affecting the accounting profession
Oct. 22 developing remote work policies and cybersecurity measures so you can be ready for whatever comes next — which is sure
so you can balance your team’s remote work needs with the to involve more change. The MNCPA is tracking the Minnesota
need to mitigate cybersecurity breaches for your firm. Explore Legislature, DOR, Board of Accountancy and other developments
affordable technology options you can implement easily to affecting you and your practice so you can respond and adapt
address employee engagement, cybersecurity and other hybrid to what’s on the horizon. Learn how federal legislation will raise
work challenges. conformity issues once again, CPA Evolution is driving exam
FOS: Information Technology - Technical (1.5)
DAY 3 | WEDNESDAY, NOV. 10
changes, demographics are impacting the talent pipeline, hybrid
work is shaping your practice and more.
12:10–1 p.m. Lunch
FOS: Business Management & Organization –
Non-Technical (1.5)
1–1:50 p.m. Breakout Sessions P
Q2. CARES Act Update
P1. 2021 Minnesota Income Tax Update (Repeat of J1) Tom McCarr, PricewaterhouseCoopers, Minneapolis, MN
Dan Kidney, CPA, JD, Wipfli LLP, Minneapolis, MN Hindsight may not be 20/20 when it comes to the year 2020,
Not only did the 2021 Minnesota legislative session deliver but the CARES Act dust has settled a bit. Gain clarity on this
another round of retroactive federal conformity, it also brought major legislation and its federal tax implications. Explore the
a new pass-through entity (PTE) tax for the 2021 tax year. latest CARES Act technical updates, practical applications and
This fast-paced session covers final draft 2021 tax forms and reporting considerations. Look at new developments with the
guidance from the Minnesota DOR about the PTE tax, which Employee Retention Credit, paid leave credits and the Paycheck
isn’t necessarily intuitive. Look at practical examples covering Protection Program (PPP), both from the borrower and lender
whether a PTE tax election might be the right decision, perspectives. Hear practical updates on payments and credits
opportunities for amended 2017-2020 tax returns and other impacting individuals and families, including the child tax credit,
major aspects of the 2021 Minnesota Omnibus Tax Bill. unemployment compensation and economic impact payments.
FOS: Taxes - Technical (1) FOS: Taxes – Technical (1.5) | IRS CE: (1)
P2. SALT Nexus Update Q3. Critical Thinking Masterclass for CPAs
Masha Yevzelman, JD, Fredrikson & Byron, P.A., Minneapolis, MN Toby Groves, Ph.D., Cincinnati, OH
With Wayfair three years behind us, many companies are Prepare to make radical leaps in your critical thinking. In a
reevaluating their state and local taxation footprint. Due to world of rapid change and unreliable information, you need
the rising popularity of telecommuting from various states, the ability to separate fact from fiction, recognize flawed
that evaluation process is increasingly complex. Examine assumptions and maintain clarity under pressure. Learn how
the triumphs and challenges in evaluating SALT nexus and to audit your thinking and build more effective reasoning
compliance efforts, including withholding implications, income strategies so you can improve your judgment, problem solving,
tax and sales and use tax. Get guidance on economic nexus memory and learning capabilities. Explore critical thinking
trends and the consequences of remote employees, and learn skills related to flexibility, adaptability, creativity and resiliency
how to tackle the patchwork of nexus laws around the country. and build a cognitive toolkit you can carry with you for life.
FOS: Taxes - Technical (1) FOS: Personal Development – Non-Technical (1.5)
P3. Optimizing Tax Workflow and Practice Management 3:25–3:45 p.m. Break
Frank Stitely, CPA, CVA, Stitely & Karstetter, PLLC, Chantilly, VA
As you face the dual challenge of staff shortages and 3:45–5 p.m. General Session
commoditizing prices, your firm must become more efficient to
thrive. Learn about Lean Six Sigma principles that can optimize R1. A Complaint-Free World
your workflow, which in turn improves productivity and client William Bowen, Lamplighter, Inc., Key Largo, FL
service, leading to a better, more profitable tax season. Get We’re inundated with complaints from coworkers, clients,
tips on how to improve your processes, assign staff to the right customers and family members every day. If you pay attention,
projects, achieve growth targets, meet productivity goals and you’ll likely find that you’re contributing to the complaint count
delight clients with better service. in the world, too. In this inspiring closing keynote, take a look at
FOS: Business Management & Organization – Non-Technical (1) the pervasiveness of complaining and its destructive effects on
your health, happiness, relationships and career. Look at the five
MNCPA MEMBERS SAVE THE MOST! main reasons people complain and find out how to get people
— including yourself — to stop complaining. Leave inspired to
Register and pay by Friday, Oct. 8 to save $150. put a stop to your complaining and motivated to infuse more
Not a member? Visit www.mncpa.org/join to join and start saving positive leadership into the world.
even more on CPE. FOS: Personal Development – Non-Technical (1.5)
12 MINNESOTA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | MNCPA TAX CONFERENCEWILLIAM BOWEN
Lamplighter, Inc., Key Largo, FL
Will Bowen is the founder of the Complaint Free® movement, which has been shared on Oprah,
Forbes, NBC’s Today Show, CBS Sunday Morning, People, Newsweek, The Wall Street Journal and
more. He’s the world authority on complaining — why people complain, what’s wrong with
complaining and how to stop. Thousands of companies worldwide have used his program to
increase productivity, improve communication and raise morale.
R1: A Complaint-Free World
ROBERT S. KEEBLER
Keebler & Associates, LLP, Green Bay, WI
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), is a 2007 recipient of the prestigious
FEATURED SPEAKERS
Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners &
Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners
in the U.S. and one of the Top 40 Tax Advisers to Know During a Recession. His expertise focuses on
family wealth transfer and preservation planning, charitable giving, retirement distribution
planning and estate administration.
I1. Capital Gain Planning Opportunities in 2022
L1. Estate Planning in 2022 and Beyond
SUSAN SMITH
Surgent, Radnor, PA
Susan Smith manages her own firm specializing in tax planning for individuals and business owners.
She was a Senior Manager in the tax departments of Price Waterhouse and Peat Marwick, the
predecessor of KPMG. Smith is a four-time recipient of the James L. McCoy Discussion Leader of the
Year Award for excellence in teaching, and a three-time recipient of the Surgent Outstanding
Discussion Leader Award for her consistently high evaluations for knowledge and presentation skills.
M2. The Employee Retention Tax Credit: Latest Developments
N2. Choosing the Right Business Entity
O1. Planning for Proposed 2022 Tax Changes
MARTA ZANIEWSKI
AICPA, Washington D.C.
Marta Zaniewski, vice president of state regulatory and legislative affairs, leads the AICPA’s state
regulatory and legislative efforts, building relationships with stakeholders on issues that impact the
CPA profession. She serves as the AICPA’s voice on state advocacy efforts and works closely with
state CPA societies, the National Association of State Boards of Accountancy (NASBA), state
legislative and executive branch officials and global professional services firms.
A1: AICPA State Regulatory and Legislative Update
EDWARD K. ZOLLARS
Kaplan Financial Education, La Crosse, WI
Edward K. Zollars, CPA, is an author, CPE instructor and a partner in the CPA firm of Thomas, Zollars
& Lynch, Ltd. He has more than 25 years of public practice experience, specializing in closely held
business and individual tax issues. Zollars has both tax and technology expertise and produces a
weekly tax podcast in these areas. He also writes tax development articles that have appeared in
various publications and is the primary author on the Current Federal Tax Developments website.
D2. Income Tax Issues with Bankruptcy and Cancellations of Indebtedness
E2. Refunds Are Awaiting: Understanding the Employee Retention Credit
F2. What’s Happening in Partnerships and S Corporations in 2021?
REGISTER NOW | www.mncpa.org/TaxConference 13MEMBERS
SAVE $150
Register by
Oct. 8
“Good gear up for tax season.”
EARLY BIRDS
SAVE $100
Register by
“Without a doubt, the best value all year.”
Oct. 22
“Quality, quality, quality.”
— 2020 attendees
GENERAL INFORMATION
CPE NOTES
• The MNCPA is the sponsor of this conference.
• It qualifies as group internet-based learning, not self-study.
• In compliance with CPE standards, your participation will be tracked with polling questions.
Answer polling questions to ensure you receive full CPE credit.
Visit www.mncpa.org/TaxConference/faq for more details.
WHAT TO EXPECT AT TAX21
This event will take place virtually. Here’s how it works:
• You’ll use a web-based platform called CrowdCompass on your desktop or laptop. You can also
download the mobile app if you prefer.
• Conference sessions are viewed through Zoom within the platform.
• Your CPE attendance is tracked with polling questions.
• You can connect with sponsors and other attendees virtually.
• More instructions will be emailed to you two business days before the conference.
Visit www.mncpa.org/TaxConference to learn more.
SPONSOR TAX21 — IT’S NOT TOO LATE!
CPAs rely on a variety of tools, products and services to connect with clients, work productively and
securely, engage with staff and run a successful business. Think your company can help? Sign on as
a TAX21 sponsor — it’s not too late!
Contact Leslie Mueller at lmueller@mncpa.org or 952-885-5520 for information about sponsoring TAX21.
14 MINNESOTA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | MNCPA TAX CONFERENCEMEMBERS SAVE $150 EARLY BIRDS SAVE $100 REGISTER NOW
Register and pay by Oct. 8 for Register by Oct. 22 www.mncpa.org/TaxConference
VIP member-only fee
EVENT ESSENTIALS YES! Sign me up for the MNCPA Tax Conference (TAX21):
Dates: Monday, Nov. 8–Wednesday, Nov. 10 Choose one: o Whole conference o Day 1 only o Day 2 only o Day 3 only
Format: Virtual
Online: www.mncpa.org/TaxConference Mail: Minnesota Society of CPAs Call: 952-831-2707
CONTINUING EDUCATION Email: Scan form below and email to: 1650 W. 82nd St., Suite 600
Credit amounts are based on attendance at all customerservice@mncpa.org Bloomington, MN 55431
days of the conference unless otherwise noted.
Name Company
CPE: 24 hours
See session descriptions for technical / Address City State Zip
non-technical fields of study. Phone Email
Ethics: 4 hours available
To receive ethics credits, you must attend SESSION SELECTIONS
approved sessions: F3 (1.5 hours),
L3 (1.5 hours) and M3 (1 hour). In order to receive continuing education credits, you must submit this information.
IRS CE: 15 hours available Day 1 | Nov. 8 Day 2 | Nov. 9 Day 3 | Nov. 10
Requires attendance at approved sessions o A1 o G1 o G2 o G3 o M1 o M2 o M3
(1 hour of IRS CE each): B1/H1, B2, C1, C2/I2,
o B1 o B2 o B3 o H1 o H2 o H3 o N1 o N2 o N3
D2, E1, E2, F1, F2, G2, G3, H2, I1, J2, K2, L1,
L2, M1, M2, M3, N1, N2, O1, O2, Q2 o C1 o C2 o C3 o I1 o I2 o I3 o O1 o O2 o O3
CFP®: Application pending o D1 o D2 o D3 o J1 o J2 o J3 o P1 o P2 o P3
Certified Financial Planner Board of Standards Inc. o E1 o E2 o E3 o K1 o K2 o K3 o Q1 o Q2 o Q3
owns the certification marks CFP®, CERTIFIED
FINANCIAL PLANNER™, CFP® (with plaque design) o F1 o F2 o F3 o L1 o L2 o L3 o R1
and CFP® (with flame design) in the U.S., which it
awards to individuals who successfully complete CFP
FEES Whole Conference One Day Only
Board’s initial and ongoing certification requirements.
CLE (Standard): Application pending Description Nonmember Member Nonmember Member
Visit www.mncpa.org/TaxConference/credits VIP MEMBER-ONLY* — o $449 — —
for credit status updates. Register by Oct. 8. (MNCPA members only)
Code: 21CF-TAXX Early Bird o $699 o $499 o $499 o $399
Register by Oct. 22.
Cancellation and refund policy: Receive a full
refund if you cancel before Nov. 2, 2021. Standard o $799 o $599 o $549 o $449
First-time Attendee** — o $449 — —
Materials: Event materials are available (MNCPA members only)
electronically only, three business days
before the event until two weeks after (full Multiple*** o $449 o $449 — —
payment required). Register by Oct. 15.
Photo disclaimer: Photographs may be taken at Discounts/offers cannot be combined.
MNCPA events and used in marketing. *VIP Member-Only: New in 2021, this fee is for MNCPA members only. You must register and pay by
See the full policy at www.mncpa.org/PhotoUse. Friday, Oct. 8, to receive this rate. If you’d like to become a member, please call MNCPA Customer Service
at 952-831-2707 or email customerservice@mncpa.org.
Special requests: Please notify the MNCPA of **First-time attendee: If you’ve never attended the MNCPA Tax Conference and are an MNCPA
any special needs or ADA requests. Every member, you’re eligible for the special first-time attendee fee. Please call MNCPA customer service at
effort will be made to accommodate you. 952-831-2707 to register.
***Multiple: Submit 20 or more registrations from the same firm/company with payment by
The Minnesota Society of
Friday, Oct. 15, to qualify for this registration fee. Fax, mail or email the multiple registration form
CPAs (MNCPA) is registered
with the National Association
with names and contact information for all attendees. Questions? Contact Deb Griffith at 952-885-5509
of State Boards of or dgriffith@mncpa.org.
Accountancy (NASBA) as a
sponsor of continuing PAYMENT
professional education on the
National Registry of CPE Sponsors. State boards of Total amount due o Check enclosed o Bill me
accountancy have final authority on the acceptance of Credit cards accepted online and via phone.
individual courses for CPE credit. Complaints
regarding registered sponsors may be submitted to
the National Registry of CPE Sponsors through its o My company is interested in sponsoring this event. Please contact me with more
website: www.NASBARegistry.org. sponsorship information.
REGISTER NOW | www.mncpa.org/TaxConference 15PRSRT STD
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PAID
TWIN CITIES MN
PERMIT NO 91077
MASTER YOUR TAX STRATEGY MAKE SMART MOVES
Choose from more than 45 sessions covering:
• Employee retention tax credits.
AHEAD OF TAX SEASON
• Hear the latest developments and planning
• Federal business and individual tax highlights.
insights to guide clients through a game-changing
• Minnesota tax, DOR and legislative updates. tax environment.
• CARES Act updates. • Learn from respected experts, including Bob Keebler,
• Residency changes. Dan Kidney, Paul Neiffer, Susan Smith, Masha Yevzelman
• Post-pandemic tech tools and and Ed Zollars.
practice management guidance. • Earn up to 24 CPE, 4 ethics and 15 IRS CE credits.
• The latest estate planning strategies. CFP and CLE applications pending.
• And much more!
MEMBERS SAVE $150 Register by Oct. 8 EARLY BIRDS SAVE $100 Register by Oct. 22You can also read
